Skip to main content
A
Al Jones
December 5, 2022
Solved

Advice on combining company files.

  • December 5, 2022
  • 2 replies
  • 0 views

At some point in early 2022, my predecessor, for whatever reason, decided to create a new company file on QBO. It is now my task to combine the companies into 1 file so that we have all the current and historical data in one company instead of 2022 in one and anything prior in another. 

 

When I contacted QB help I was given the option to export and import each account separately. I am worried about 1) the loss of details between the companies, as in, who entered the transaction, or attached files to various JEs; 2) imports seem to have a cap at 1000 lines, just the journal export for the month of November was nearly 1300 lines. 

 

I was thinking about possibly exporting the historical company into QB Desktop then creating a backup of that file and then uploading that backup into the current company inside QBO. Has anyone done anything like this and if so how did it work? Or do you have any suggestions on any other way to combine the companies without spending a week to a month of solid export/manipulate/import?

Best answer by Fiat Lux - ASIA

You may have 2 ways to merge your data into one QBO account.

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3d party service to do so.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIAAnswer
December 5, 2022

You may have 2 ways to merge your data into one QBO account.

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3d party service to do so.

AlcaeusF
AlcaeusF
December 20, 2022

Hello Fiat Lux - ASIA,

 

I have reviewed the solution you’ve shared and it's correct and accurate. Thank you for sharing your inputs to help address the issue.

 

We love to see members supporting one another! Have a great day. 

F
FateCandylaneT
December 5, 2022

Thanks for reaching out to us in the Community.

 

When exporting and importing company data files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), changes will impossibly happen with the data. Yes, you're right. We can create a backup of your QBDT company data before migration. Doing so will help you save your data and supporting files. 

 

If your QBO version is updated, we can seamlessly migrate your QBDT company file to QBO so you can start working on the new platform in January. 

 

If otherwise, we can manually export and import the created backup file to QBO. Also, if your company file exceeds 750,000 targets, we're unable to move it to the Online version. That said, I suggest condensing the file to reduce its size.

 

After successfully migrating your data, you can check out this article to keep track of your financials in QuickBooks: What to do after you move from QBDT for Windows or Mac to QBO.

 

Furthermore, I've added these articles to help you understand what data is exported and how to resolve errors when migrating from the desktop to the online version:

 

 

Let me know if you have more queries about migrating from QBDT to QBO. I'd be glad to assist you. Take care!

Terms & ConditionsAccessibility statement